Stock Taper

PRIVATE WEALTH MANAGEMENT GROUP, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
WEX Inc.WEX4$565
Jack Henry & Associates, Inc.JKHY4$551
Penumbra, Inc.PEN4$1.26K
Morningstar, Inc.MORN4$625
Equinix, Inc.EQIX4$4.45K
Hubbell IncorporatedHUBB4$2.09K
CrowdStrike Holdings, Inc.CRWD3$2.29K
Haleon plcHLN3$28
Compass Minerals International, Inc.CMP3$94
Group 1 Automotive, Inc.GPI3$874
Harley-Davidson, Inc.HOG3$74
Eagle Materials Inc.EXP3$675
Lumentum Holdings Inc.LITE3$2.58K
Lithia Motors, Inc.LAD2$581
Saia, Inc.SAIA2$843
Darden Restaurants, Inc.DRI2$413
WD-40 CompanyWDFC2$488
Flowserve CorporationFLS2$149
GSK plcGSK2$105
Northern Trust CorporationNTRS2$348